Templates
Create, configure, and manage assessment templates
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What Are Templates?
Templates explained: domains, control areas, questions, and how they structure audits
4 min read
Creating a Template with AI
Using the AI template generator, selecting frameworks, reviewing generated content
4 min read
Building a Template Manually
Adding domains, control areas, and questions step by step
5 min read
Importing Templates from the Library
Browsing the template library, previewing, and importing templates
3 min read
Configuring Scoring & Weights
Setting question weights, understanding scoring strategies
4 min read
Understanding Critical Gates
What critical gates are, how they affect scoring, when to use them
3 min read
Publishing & Versioning Templates
Draft vs published states, what publishing means, editing restrictions
3 min read
How Scoring Works
The full scoring process from individual questions to the final assessment score, including strategies, thresholds, and overrides
8 min read
Template Settings & Metadata
Setting framework, description, compliance thresholds, and other template properties
3 min read
